# OrgX Complete Documentation for LLMs
# https://useorgx.com
# Last Updated: 2026-01-20
# Version: 2.0
#
# This is the complete documentation file. For a summary, see /llms.txt

================================================================================
TABLE OF CONTENTS
================================================================================

1. Platform Overview
2. Products
   2.1 OrgX Core
   2.2 OrgX Amplify
   2.3 OrgX Content Studio
3. Agent Fleet
4. API Reference
5. MCP Server
6. Integrations
7. Authentication
8. Webhooks
9. Examples

================================================================================
1. PLATFORM OVERVIEW
================================================================================

OrgX is an AI orchestration platform that enables solo founders and small
teams to scale Product, Marketing, Sales, and Operations functions using
AI agents that work 24/7.

## Core Concepts

### Initiatives
Top-level work containers that span multiple workstreams. An initiative
represents a business goal like "Launch MVP" or "Q1 Marketing Campaign".

### Workstreams
Domain-specific work tracks within an initiative. Each workstream is
managed by a specialized agent (Product, Engineering, Marketing, etc.).

### Decisions
Action items that require human approval. Agents surface decisions when
they encounter choices that exceed their autonomy level.

### Artifacts
Work outputs created by agents: documents, code, designs, campaigns, etc.

### Agent Memory
Persistent organizational context that agents use to improve over time.
Includes past decisions, successful patterns, and learned preferences.

================================================================================
2.1 ORGX CORE
================================================================================

## Overview
OrgX Core is the flagship product providing AI agents for cross-functional
business orchestration. It replaces the need for early-stage hires in
Product, Marketing, Sales, and Operations.

## Features

### Initiative Management
- Create and track initiatives with milestones
- Automatic progress updates and status reports
- Cross-functional dependency tracking
- Nightly recap emails

### Agent Orchestration
- 7 specialized agents covering all business functions
- Automatic task routing based on domain
- Human-in-the-loop decision workflows
- Agent-to-agent handoffs

### Integration Hub
- Two-way sync with Linear, GitHub, Notion, Slack
- Automatic context gathering from connected tools
- Action execution in external systems
- Unified activity timeline

### Org Memory
- Persistent context across all agents
- Pattern learning from successful outcomes
- Preference inference from feedback
- Searchable decision history

## Pricing Tiers

### Free
- 3 active initiatives
- 10 decisions per month
- 2 integrations (Linear + GitHub)
- 7-day decision history
- Email support

### Starter ($98/month)
- Unlimited initiatives
- Unlimited decisions
- All integrations
- Unlimited decision history
- 24/7 automation
- Slack support
- Custom agent training

### Team ($298/month)
- Everything in Starter
- Up to 5 seats
- Role-based permissions
- Team analytics
- Priority support
- Custom integrations
- API access

## Getting Started

1. Sign up at https://useorgx.com/sign-up
2. Connect your first integration (Linear recommended)
3. Create your first initiative
4. Describe what you're trying to achieve
5. Let agents break down the work
6. Review and approve decisions as they surface

================================================================================
2.2 ORGX AMPLIFY
================================================================================

## Overview
OrgX Amplify is a one-on-one consultancy focused on AI capability transfer.
We work through your workflows, understand your business, and build AI
systems with you. Engagements run across multiple sessions and you leave
with outputs, systems, and the skill to extend them.

## Features

### Workflow and Strategy
- Process mapping and bottleneck diagnosis
- Identify highest-ROI AI opportunities
- Tool selection and integration plan

### Hands-on Implementation
- 6-8 co-building sessions
- Custom systems for your workflows
- Automations, SOPs, and documentation

### Capability Transfer
- Training on how to run and extend systems
- Playbooks and templates you keep
- Optional ongoing retainer support

## Pricing Tiers

### Discovery ($500 one-time)
- 90-minute deep-dive session
- Map your operations bottlenecks
- Identify highest-ROI automations
- Implementation roadmap and next steps

### Implementation ($5,000 one-time)
- ~40 hours over 8-12 weeks
- 6-8 hands-on build sessions
- Custom systems built for your workflows
- Full capability transfer + documentation

### Retainer ($3,000/month)
- Ongoing system building and optimization
- New automations shipped each month
- Strategic advisory on AI initiatives
- Priority support

## Access
Visit https://useorgx.com/amplify to get started.

================================================================================
2.3 ORGX CONTENT STUDIO
================================================================================

## Overview
OrgX Content Studio is an AI-powered visual content creation system that
produces brand-compliant carousels, social posts, and video frames.

## Features

### Brand Pack System
- Define brand tokens (colors, fonts, spacing)
- Set style guidelines and constraints
- Establish anti-patterns to avoid
- Store signature visual moves

### Content Types
- LinkedIn carousels (up to 10 slides)
- Instagram/Twitter posts
- Video frame sequences
- Story/Reels templates

### Two-Pass Workflow
- Pass 1: Layout and composition
- Pass 2: Polish and brand verification
- Automated QA scoring
- Human review gates

### Asset Harmonization
- Consistent lighting across assets
- Color palette mapping
- Edge treatment standardization
- Style alignment checks

## Pricing Tiers

### Pro ($49/month)
- Unlimited content generation
- 5 brand packs
- Basic analytics
- Email support

### Team ($99/month)
- Everything in Pro
- Unlimited brand packs
- Team collaboration
- Asset library
- API access
- Priority support

## Brand Pack Schema

```json
{
  "name": "Brand Name",
  "version": "1.0",
  "tokens": {
    "colors": {
      "primary": "#...",
      "secondary": "#...",
      "accent": "#...",
      "background": "#...",
      "text": "#..."
    },
    "typography": {
      "headingFont": "Font Name",
      "bodyFont": "Font Name",
      "monoFont": "Font Name"
    },
    "spacing": {
      "unit": 8,
      "scale": [0, 4, 8, 16, 24, 32, 48, 64]
    }
  },
  "constraints": {
    "maxColors": 5,
    "minContrast": 4.5,
    "preferredAspectRatios": ["16:9", "1:1", "4:5"]
  },
  "antiPatterns": [
    "Avoid gradients",
    "No drop shadows",
    "Never use Comic Sans"
  ],
  "signatureMoves": [
    "Use geometric shapes as accents",
    "Left-align headlines",
    "Include brand mark in corner"
  ]
}
```

================================================================================
3. AGENT FLEET
================================================================================

## Agent Overview

OrgX provides 7 specialized agents, each with domain expertise and
specific capabilities.

### Pace (Product Lead)
**Domain:** product
**Role:** Product orchestrator

**Capabilities:**
- Shape initiative strategy
- Track and update milestones
- Generate nightly recaps
- Coordinate cross-team dependencies
- Surface blockers and risks

**Tools:**
- create_initiative
- update_milestone
- generate_recap
- create_decision
- link_dependency

**Autonomy Level:** Medium
- Can create drafts and updates
- Requires approval for: Initiative scope changes, milestone dates

---

### Eli (Engineer)
**Domain:** engineering
**Role:** Engineering autopilot

**Capabilities:**
- Shepherd code repositories
- Apply code skill packs
- Coordinate deployments
- Review pull requests
- Manage technical debt

**Tools:**
- create_pr
- review_code
- trigger_deployment
- create_issue
- update_documentation

**Autonomy Level:** Low-Medium
- Can create drafts and reviews
- Requires approval for: Code merges, deployments, architecture changes

---

### Mark (Marketer)
**Domain:** marketing
**Role:** Launch captain

**Capabilities:**
- Draft launch messaging
- Create nurture sequences
- Generate campaign briefs
- Maintain brand guidelines
- Coordinate with product

**Tools:**
- create_campaign
- draft_email_sequence
- generate_copy
- update_brand_docs
- schedule_launch

**Autonomy Level:** Medium
- Can create drafts freely
- Requires approval for: Publishing, campaign launches, budget allocation

---

### Sage (Sales Lead)
**Domain:** sales
**Role:** Pipeline intelligence

**Capabilities:**
- Surface revenue insights
- Draft follow-up messages
- Maintain pipeline hygiene
- Score and prioritize leads
- Generate sales reports

**Tools:**
- analyze_pipeline
- draft_followup
- update_deal_stage
- create_forecast
- generate_battlecard

**Autonomy Level:** Low
- Can analyze and draft
- Requires approval for: Customer communication, deal updates

---

### Orion (Operations Lead)
**Domain:** operations
**Role:** Ops control tower

**Capabilities:**
- Monitor budgets
- Track escalations
- Manage schedules
- Coordinate resources
- Generate ops reports

**Tools:**
- track_budget
- create_escalation
- update_schedule
- allocate_resources
- generate_ops_report

**Autonomy Level:** Low
- Can monitor and alert
- Requires approval for: Budget changes, resource allocation

---

### Dana (Designer)
**Domain:** design
**Role:** Systems-first designer

**Capabilities:**
- Seed design tokens
- Enforce accessibility
- Manage motion specs
- Review design deliverables
- Maintain style guides

**Tools:**
- update_design_tokens
- audit_accessibility
- create_motion_spec
- review_design
- update_style_guide

**Autonomy Level:** Medium
- Can create specs and audits
- Requires approval for: Token changes, design system updates

---

### Xandy (Orchestrator)
**Domain:** orchestrator
**Role:** Agent coordinator

**Capabilities:**
- Route tasks to agents
- Coordinate cross-domain work
- Ensure quality output
- Resolve agent conflicts
- Maintain system health

**Tools:**
- route_task
- coordinate_handoff
- check_quality
- resolve_conflict
- health_check

**Autonomy Level:** High
- Can route and coordinate freely
- Requires approval for: Override decisions, system changes

================================================================================
4. API REFERENCE
================================================================================

## Base URL
```
https://api.useorgx.com/v1
```

## Authentication
All requests require Bearer token authentication:
```
Authorization: Bearer <your-api-key>
```

Get API keys at: https://useorgx.com/settings/api

## Rate Limits
| Plan | Requests/Minute | Requests/Day |
|------|-----------------|--------------|
| Free | 10 | 100 |
| Pro | 100 | 10,000 |
| Team | 500 | 100,000 |

## Endpoints

### Initiatives

#### List Initiatives
```
GET /initiatives
```

Query Parameters:
- `status` (optional): Filter by status (active, completed, paused)
- `limit` (optional): Max results (default: 20, max: 100)
- `offset` (optional): Pagination offset

Response:
```json
{
  "initiatives": [
    {
      "id": "init_abc123",
      "title": "Launch MVP",
      "status": "active",
      "progress": 0.65,
      "milestones": [...],
      "created_at": "2025-01-15T10:00:00Z",
      "updated_at": "2025-01-18T14:30:00Z"
    }
  ],
  "total": 12,
  "has_more": true
}
```

#### Get Initiative
```
GET /initiatives/{id}
```

Response:
```json
{
  "id": "init_abc123",
  "title": "Launch MVP",
  "description": "Ship the minimum viable product by Q1",
  "status": "active",
  "progress": 0.65,
  "milestones": [
    {
      "id": "mile_xyz789",
      "title": "Complete core features",
      "status": "completed",
      "due_date": "2025-01-15"
    }
  ],
  "workstreams": [
    {
      "id": "ws_prod123",
      "domain": "product",
      "agent": "Pace",
      "status": "active"
    }
  ],
  "decisions_pending": 3,
  "created_at": "2025-01-15T10:00:00Z",
  "updated_at": "2025-01-18T14:30:00Z"
}
```

#### Create Initiative
```
POST /initiatives
```

Request Body:
```json
{
  "title": "Q2 Marketing Campaign",
  "description": "Launch integrated marketing campaign for Q2",
  "target_date": "2025-06-30",
  "domains": ["marketing", "product", "sales"]
}
```

Response:
```json
{
  "id": "init_def456",
  "title": "Q2 Marketing Campaign",
  "status": "active",
  "created_at": "2025-01-18T15:00:00Z"
}
```

### Decisions

#### List Pending Decisions
```
GET /decisions?status=pending
```

Response:
```json
{
  "decisions": [
    {
      "id": "dec_abc123",
      "title": "Approve campaign messaging",
      "description": "Review and approve the launch messaging for Q2 campaign",
      "agent": "Mark",
      "domain": "marketing",
      "urgency": "high",
      "options": [
        {"id": "opt1", "label": "Approve", "recommended": true},
        {"id": "opt2", "label": "Request changes"},
        {"id": "opt3", "label": "Reject"}
      ],
      "context": {...},
      "created_at": "2025-01-18T14:00:00Z"
    }
  ],
  "total": 5
}
```

#### Approve Decision
```
POST /decisions/{id}/approve
```

Request Body:
```json
{
  "option_id": "opt1",
  "note": "Looks good, proceed with launch"
}
```

#### Reject Decision
```
POST /decisions/{id}/reject
```

Request Body:
```json
{
  "reason": "Need to adjust tone for enterprise audience"
}
```

### Agents

#### Get Agent Status
```
GET /agents/{domain}/status
```

Response:
```json
{
  "domain": "marketing",
  "name": "Mark",
  "status": "active",
  "current_task": "Drafting email sequence for launch",
  "tasks_completed_today": 12,
  "decisions_pending": 2,
  "last_active": "2025-01-18T15:30:00Z"
}
```

#### Spawn Agent Task
```
POST /agents/{domain}/tasks
```

Request Body:
```json
{
  "task": "Create social media calendar for February",
  "context": {
    "initiative_id": "init_abc123",
    "priority": "medium"
  }
}
```

### Org Memory

#### Query Memory
```
GET /memory/query
```

Query Parameters:
- `q`: Search query
- `scope`: all, decisions, artifacts, initiatives
- `limit`: Max results

Response:
```json
{
  "results": [
    {
      "type": "decision",
      "id": "dec_xyz789",
      "title": "Selected Stripe for payments",
      "relevance": 0.92,
      "created_at": "2024-12-15T10:00:00Z"
    }
  ]
}
```

================================================================================
5. MCP SERVER
================================================================================

## Overview
OrgX provides a remote HTTP MCP (Model Context Protocol) server for integration
with AI tools like Claude Desktop, Cursor, Claude Code, and other MCP clients.

**Server URL:** `https://mcp.useorgx.com/mcp`

## Configuration

Add to your MCP client configuration (e.g., Claude Desktop):

```json
{
  "mcpServers": {
    "orgx": {
      "type": "http",
      "url": "https://mcp.useorgx.com/mcp"
    }
  }
}
```

Authentication is handled via your OrgX session when using official integrations.

## Tools

### Read-Only Tools (Tier 0)

#### get_pending_decisions
List decisions awaiting approval.
```json
{ "urgency": "high", "limit": 5 }
```

#### get_agent_status
Show what agents are currently doing.
```json
{ "agent_id": "marketing", "include_idle": true }
```

#### query_org_memory
Search organizational memory.
```json
{ "query": "payment provider decision", "scope": "decisions", "limit": 10 }
```

#### get_initiative_pulse
Get quick health summary for an initiative.
```json
{ "initiative_id": "init_abc123" }
```

#### get_decision_history
Search past decisions by topic.
```json
{ "topic": "pricing", "limit": 10 }
```

#### list_entities
List any entity type (initiatives, tasks, milestones, workstreams, etc.).
```json
{ "type": "initiative", "status": "active", "limit": 20 }
```

#### get_org_snapshot
Get a compact organization snapshot (detailed includes + pagination are optional).
```json
{ "view": "summary", "initiative_status": "active", "limit": 20 }
```

#### get_setup_status
Check organization setup progress and recommendations.

#### get_my_stats
Get productivity stats, achievements, and streaks.
```json
{ "timeframe": "week" }
```

#### list_workspaces
List available command centers (workspaces).
```json
{ "include_stats": true }
```

#### get_current_workspace
Get the currently active workspace context.

#### get_active_sessions
Check for active planning sessions.

### Write Tools (Tier 2 - Require Approval)

#### approve_decision
Approve a pending decision.
```json
{ "decision_id": "dec_abc123", "note": "Approved, proceed" }
```

#### reject_decision
Reject a pending decision with reason.
```json
{ "decision_id": "dec_abc123", "reason": "Need to reconsider timeline" }
```

#### spawn_agent_task
Assign a task to a specialist agent.
```json
{ "agent": "marketing", "task": "Draft announcement for launch", "initiative_id": "init_abc123" }
```

#### create_entity
Create initiatives, tasks, milestones, workstreams.
```json
{ "type": "initiative", "title": "Q2 Launch", "description": "..." }
```

#### update_entity
Update existing entities.
```json
{ "type": "initiative", "id": "init_abc123", "status": "active" }
```

#### launch_entity / pause_entity / complete_entity
Lifecycle actions for entities.
```json
{ "type": "initiative", "id": "init_abc123" }
```

#### configure_agent
Set agent preferences and trust levels.
```json
{ "agent_type": "marketing", "trust_level": "balanced" }
```

#### set_org_policy
Configure organizational policies.
```json
{ "policy_type": "approvals", "config": { ... } }
```

### Planning Tools

#### start_plan_session
Begin tracking a feature plan.
```json
{ "feature_name": "User Authentication" }
```

#### improve_plan
Get AI suggestions for plan improvements.
```json
{ "session_id": "plan_abc", "plan_content": "..." }
```

#### record_plan_edit
Track edits for pattern learning.
```json
{ "session_id": "plan_abc", "edit_type": "add_section", "after_content": "..." }
```

#### complete_plan
Mark plan as implemented.
```json
{ "session_id": "plan_abc", "implementation_summary": "..." }
```

## Resources

### Initiative Resource
```
orgx://initiatives/{id}
```

### Decision Resource
```
orgx://decisions/{id}
```

### Agent Context Resource
```
orgx://agents/{domain}/context
```

## Prompts

### initiative_review
Review initiative health with focus areas.

### decision_context
Gather context for pending decision.

================================================================================
6. INTEGRATIONS
================================================================================

## Supported Integrations

### Linear (Issue Tracking)
**Available on:** Free, Pro, Team
**Capabilities:**
- Two-way sync of issues and initiatives
- Automatic status updates
- Label and project mapping
- Comment sync

### GitHub (Code Repository)
**Available on:** Free, Pro, Team
**Capabilities:**
- PR and issue monitoring
- Deployment status tracking
- Code review coordination
- Release management

### Notion (Documentation)
**Available on:** Pro, Team
**Capabilities:**
- Document sync and updates
- Database integration
- Page creation and editing
- Search and context gathering

### Slack (Communication)
**Available on:** Pro, Team
**Capabilities:**
- Decision notifications
- Daily recap delivery
- Interactive approvals
- Agent mentions and commands

### Figma (Design)
**Available on:** Pro, Team
**Capabilities:**
- Design file monitoring
- Comment sync
- Version tracking
- Handoff coordination

### Stripe (Payments)
**Available on:** Pro, Team
**Capabilities:**
- Revenue tracking
- Subscription monitoring
- Billing event notifications
- Financial reporting

### Vercel (Deployment)
**Available on:** Pro, Team
**Capabilities:**
- Deployment status
- Preview URL generation
- Environment management
- Performance monitoring

## Integration Setup

1. Go to https://useorgx.com/settings/integrations
2. Click "Connect" on the integration you want
3. Authorize OrgX in the third-party service
4. Configure sync settings
5. Test the connection

================================================================================
7. AUTHENTICATION
================================================================================

## API Keys
API keys are used for programmatic access to OrgX.

### Creating an API Key
1. Go to https://useorgx.com/settings/api
2. Click "Create API Key"
3. Name your key (e.g., "Production Server")
4. Select permissions
5. Copy the key (shown only once)

### Key Permissions
- `read:initiatives` - Read initiative data
- `write:initiatives` - Create and update initiatives
- `read:decisions` - Read decision data
- `write:decisions` - Approve/reject decisions
- `read:agents` - Read agent status
- `write:agents` - Spawn agent tasks
- `read:memory` - Query org memory

### Key Security
- Keys are scoped to your organization
- Rotate keys regularly
- Never commit keys to version control
- Use environment variables

## OAuth 2.0
For user-facing applications, use OAuth 2.0.

### Authorization URL
```
https://useorgx.com/oauth/authorize
```

### Token URL
```
https://useorgx.com/oauth/token
```

### Scopes
- `profile` - Read user profile
- `initiatives:read` - Read initiatives
- `initiatives:write` - Create/update initiatives
- `decisions:read` - Read decisions
- `decisions:write` - Approve/reject decisions

================================================================================
8. WEBHOOKS
================================================================================

## Overview
Webhooks allow you to receive real-time notifications when events occur
in your OrgX organization.

## Supported Events
- `initiative.created`
- `initiative.updated`
- `initiative.completed`
- `decision.created`
- `decision.approved`
- `decision.rejected`
- `agent.task_completed`
- `agent.task_failed`
- `artifact.created`

## Webhook Payload

```json
{
  "id": "evt_abc123",
  "type": "decision.created",
  "created_at": "2025-01-18T15:00:00Z",
  "data": {
    "decision_id": "dec_xyz789",
    "title": "Approve launch messaging",
    "agent": "Mark",
    "urgency": "high"
  },
  "organization_id": "org_def456"
}
```

## Webhook Security
- Verify signature using `X-OrgX-Signature` header
- Use HTTPS endpoints only
- Respond with 200 within 30 seconds

## Setup
1. Go to https://useorgx.com/settings/webhooks
2. Add webhook URL
3. Select events to receive
4. Copy signing secret

================================================================================
9. EXAMPLES
================================================================================

## Example: Create Initiative via API

```bash
curl -X POST https://api.useorgx.com/v1/initiatives \
  -H "Authorization: Bearer sk_live_abc123" \
  -H "Content-Type: application/json" \
  -d '{
    "title": "Launch Product Hunt",
    "description": "Coordinate Product Hunt launch for maximum impact",
    "target_date": "2025-02-15",
    "domains": ["product", "marketing", "engineering"]
  }'
```

## Example: Approve Decision via MCP

```
User: What decisions need my attention?

Claude: Let me check your pending decisions.
[Calls get_pending_decisions tool]

There are 2 decisions awaiting your approval:

1. **Approve launch messaging** (High urgency)
   From: Mark (Marketing)
   Options: Approve, Request changes, Reject

2. **Confirm deployment schedule** (Medium urgency)
   From: Eli (Engineering)
   Options: Proceed with Friday, Delay to Monday

User: Approve the launch messaging

Claude: [Calls approve_decision tool]
Done! I've approved the launch messaging decision.
Mark will proceed with the approved copy.
```

## Example: Query Org Memory

```
User: What did we decide about pricing?

Claude: [Calls query_org_memory tool with query="pricing"]

I found 3 relevant decisions about pricing:

1. **Selected freemium model** (Dec 2024)
   Decision: Offer free tier with 3 initiatives, Starter at $98/mo
   Rationale: Lower barrier to entry for solo founders

2. **Team pricing structure** (Jan 2025)
   Decision: $298/mo for up to 5 seats
   Rationale: Price per seat + volume discount

3. **Annual discount** (Jan 2025)
   Decision: 20% discount for annual billing
   Rationale: Improve cash flow and retention
```

================================================================================
END OF DOCUMENTATION
================================================================================

For questions or support:
- Email: hello@useorgx.com
- Twitter: @useorgx
- GitHub: github.com/orgx-ai/issues

For the summary version, see: https://useorgx.com/llms.txt